Our Velocity platform makes the process of delivering financial advice, regardless of product type, simpler, faster and more efficient.
Our PlatformLeveraging Twenty7tec’s integration first approach, Velocity is a complete technology solution that underpins our CAPTURE, SOURCE, APPLY, and INSIGHT modular suite of applications.
Learn MoreCAPTURE acts as a secure portal for clients looking to communicate electronically with their adviser. All data and documents uploaded by the client into CAPTURE are seamlessly transferred into Velocity. The user interface of CAPTURE can be branded to suit the needs of the advisor or firm.
SOURCE is a configurable web based application that enables users to search across and compare mortgage, equity release, secured and bridging loan products. SOURCE can be seamlessly integrated via API into third party systems and direct to consumer websites.
Once a user of SOURCE has selected the appropriate product, data relating to the client, property and product moves seamlessly to APPLY and subsequently onto the appropriate lender for submission via API.
All user activity within Velocity is tracked by our INSIGHT application, and subsequently provided back for interrogation to intermediaries, lenders, funders, and government organisations.
Acting as a full customer relationship management solution for Mortgage advisers, FINPLAN Home supports advisers in delivering a comprehensive, compliant and efficient mortgage advice process.
Learn MoreFor advisers dedicated to protection, FINPLAN Protect offers customisable workflow and fact-find capability, customer engagement tools, as well as product research and fulfilment solutions.
Learn MoreA comprehensive solution for the provision of financial advice for all product types, FINPLAN Wealth combines customisable workflows, fact-finding, and deep provider integration to deliver a best-in-class solution.
Learn More– Best Technology Provider
– Best Marketing Fintec (Steph Teague)
– Innovator of the Year
– Best Technology Service Provider
– Best technology Provider of the Year
– Innovator of the Year
Winner – Women in Financial Technology (Niki Cooke)
Winner – Best use of Technology
Winner – Best use of Technology
Winner – Innovator of the Year
– Best use of technology
– Best technology service provider